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Disclosery

Invst, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invst, LLC on EFV, newest first. How the timeline and the estimate are built.

Invst, LLC held 59,924 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,924 shares
    Change vs previous 13F -86,183 shares

    0.45% of the 13F portfolio, value $4,587,169.

    13F-HR 0001867587-26-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,107 shares
    Change vs previous 13F -16,027 shares

    1.23% of the 13F portfolio, value $10,863,039.

    13F-HR 0001867587-26-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 162,134 shares
    Change vs previous 13F -45,014 shares

    1.26% of the 13F portfolio, value $11,577,973.

    13F-HR 0001867587-26-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 207,148 shares
    Change vs previous 13F -50,599 shares

    1.6% of the 13F portfolio, value $14,050,868.

    13F-HR 0001867587-26-000001 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 257,747 shares
    Change vs previous 13F +111,232 shares

    2.04% of the 13F portfolio, value $16,361,797.

    13F-HR 0001867587-25-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 146,515 shares
    Change vs previous 13F -191,200 shares

    1.18% of the 13F portfolio, value $8,635,596.

    13F-HR 0001867587-25-000003 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 337,715 shares
    Change vs previous 13F +34,957 shares

    2.15% of the 13F portfolio, value $17,719,895.

    13F-HR 0001867587-25-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 302,758 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $17,417,652.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).